Quick reference
The 60-second eSigning model
Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF
Project TeamDesktop WebVerified July 24, 2026
Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF
Your source financial record is the Commitment or Change Order, while the eSigning record manages the document's approval and signature workflow. While eSigning is active, direct changes to the source status are restricted. This keeps the financial and signing histories aligned.